Job Description
Step into the role of Associate Insurance Advisor II at CGIC and engage in meaningful client interactions within an office setting. Focus on personal lines insurance to provide individuals with tailored solutions.
In this position, you’ll support CGIC’s mission by utilizing your knowledge of insurance products to drive sales and excellent client service. Your responsibilities will include thorough risk assessments, client consultations, and proactive follow-ups to enhance client portfolios for auto and home insurance. Contributing to a collaborative culture, your performance will help achieve the agency's strategic objectives.
Key Responsibilities:
• Enhance service and sales for personal lines insurance
• Counsel clients on optimal insurance coverages
• Conduct comprehensive risk assessments
• Manage and resolve customer inquiries efficiently
• Perform detailed reviews of client portfolios
Requirements:
• Willing to achieve OTL license within two months
•...
In this position, you’ll support CGIC’s mission by utilizing your knowledge of insurance products to drive sales and excellent client service. Your responsibilities will include thorough risk assessments, client consultations, and proactive follow-ups to enhance client portfolios for auto and home insurance. Contributing to a collaborative culture, your performance will help achieve the agency's strategic objectives.
Key Responsibilities:
• Enhance service and sales for personal lines insurance
• Counsel clients on optimal insurance coverages
• Conduct comprehensive risk assessments
• Manage and resolve customer inquiries efficiently
• Perform detailed reviews of client portfolios
Requirements:
• Willing to achieve OTL license within two months
•...
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